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Carolina Wealth Advisors’s CoStar Group CSGP Stock Holding History

Carolina Wealth Advisors’s Portfolio CSGP Stock Details CSGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-98
Closed -$7.88K – 249
2025
Q2 		$7.88K Hold
98
– – ﹤0.01% 156
2025
Q1 		$7.76K Hold
98
– – ﹤0.01% 150
2024
Q4 		$7.02K Hold
98
– – ﹤0.01% 161
2024
Q3 		$7.39K Buy
+98
New +$7.43K ﹤0.01% 186

Other funds holding CSGP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Carolina Wealth Advisors's CSGP Position: Q3 2025 in Review

Carolina Wealth Advisors sold out of CoStar Group (CSGP) in Q3 2025, closing a stake of 98 shares — an estimated $7.88K sold.

Carolina Wealth Advisors first reported a position in CSGP in Q3 2024 and held it in 4 quarters. The position peaked at $7.88K in Q2 2025. 905 funds tracked by Wall St. Rank hold CSGP as of Q3 2025.

  • Carolina Wealth Advisors reported no remaining CoStar Group position as of Q3 2025 after selling out during the quarter.
  • Carolina Wealth Advisors sold 98 CoStar Group shares in Q3 2025, an estimated $7.88K.
  • Carolina Wealth Advisors first reported a position in CoStar Group in Q3 2024 and held it in 4 quarters.
  • Carolina Wealth Advisors's CoStar Group position peaked at $7.88K in Q2 2025.
  • 905 funds tracked by Wall St. Rank held CoStar Group as of Q3 2025.

Based on Carolina Wealth Advisors's 13F filing for Q3 2025, filed 7 Oct 2025.